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Technology Stocks : VLSI Technology - Waiting for good news from NASDAQ !!!

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To: Rod Neff who wrote (2765)1/15/1998 11:54:00 AM
From: Clarksterh  Read Replies (1) of 6565
 
Rod - <<VLSI is pretty well deversified, they are not putting all thier eggs in one basket>>

While there are many good things about VLSI, being diversified is not one of them. Ericsson accounts for at least 25% of revenues and at this point probably closer to 35%. In the majority of high tech companies the largest customer accounts for only 10-20%.

Clark
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